SharePoint User Manual

SharePoint User Manual
SharePoint User Manual
Updated June 2013
1|Page
Table of Content
NEMSIS SharePoint Overview ………………………………………………………………………………………………………………………..….3
Terms Defined …………………………………………………………………………………………………………………………………………..…...…3
User Access ……………………………………………………………………………………………………………………………………………………….3
Home Page ……….………………………………………………………………………………………………………………………………………..….….4
NEMSIS Timeline & NEMSIS News ……………………………………………………………………………………………………..…...……4
The Forum ……………..………………………………………………………………………………………………………………………………………5-6
The Cube ……………..…………………………………………………………………………………………………………………………………….……..7
The Reports …………………………………………………………………………………………………………………………………………….………..8
The Dashboard .…..………………………………………………………………………………………………………………………………..…………..9
The Links ………………………………………………………………………………………………………………………………………………...………10
NEMSIS Website, Google Group, & Public Resources ……………………………………………………………….…….………….10
National Documents ..……………………………………………………………………………………………………………………………………..11
XSD, Custom Elements, Suggested List, & National Rules ..…………………………………………………………….…………….11
State Documents ……………………………..……………………………………………………………………………………………………………. 12
Library Tools – Document View..……………………………………………………………………………………………………………….…13-14
Library Tools – Library View……………………………………………………………………………………………………….…………………….15
Upload Document …………………………………………………………………………………………………………………………...…… 16-17
Submit to NEMSIS ………………………………………………………………………………………………………………………………….…..18-20
Email Notification of Submission………………………………………………………………………………………..………………………………..20
Recycle Bin .……………………………………………………………………………………………………………………………….………………..….21
All Site Content ...………………………………………………………………………………………………………….……………………………..….22
Site Workflow…...………………………………………………………………………………………………………………….……………………..….23
Search Feature ....………………………………………………………………………………………………………………….……………………..….24
Search Results ....………………………………………………………………………………………………………………….……………………..….24
Log Off SharePoint ……………………………………………………………………………………………………………..………………………..….25
2|Page
NEMSIS SharePoint Overview:
NEMSIS SharePoint site is a communication tool between NEMSIS Technical Assistance Center staff, State Data
Managers, and other EMS partners. The advantage of this site will advance communication related to the
submissions and approvals of individual state documents. The documents that will be submitted include: Custom
Elements, State Information, and State Rules. The State information may consist of documents that indicate the
V3 transition plan for a state, the V3 elements a state requires, specific procedure or medication lists, EMS agency
numbers (licensed), hospital/destination lists, or other documentation.
Terms Defined:
XSD - is an XML-based language used to describe and control XML document contents. XML Schema Definition
provides a definition on how the data will look and be formatted (e.g. Age is a numeric field and can only be
between 0-125).
XML - eXtensible Markup Language provides the format to store and move data from one location to another.
Custom Elements - A standard approach to creating new elements or extending existing elements found in the
NEMSIS V3 XML Schemas (XSDs). These implementations will help agencies and states capture very specific data,
(e.g. patient hair color).
Suggested List - The U.S. National Library of Medicine provides access to the ICD‐10-CM; RxNorm; and SNOMED CT
code values through the Unified Medical Language System (UMLS). The NEMSIS TAC may only distribute suggested
lists with specific value codes from the UMLS system to entities licensed through the UMLS system. The
“suggested list” files will be zipped archives that are automatically created each time one of the licensed code
databases is updated in the NEMSIS master data repository. A licensed user can download the appropriate archive
file.
State/National Rules - Rule-based validation language for making assertions about the presence or absence of
patterns in or data in the XML file. The rules also specify required relationships between other elements.
User Access:
To access the SharePoint site State Data Managers will use the same user account and password information
which is used to access the NEMSIS reporting tools.
The NEMSIS SharePoint site itself is only accessible by State representatives identified by the State Data
Manager. The communication will take place between NEMSIS TAC and State EMS Office personnel.
Access the site at the link https://sp.nemsis.org/sites/main / The username must use the preface “UUIIPAC\” in
addition to the username. It will look like this: UUIIPAC\cmann.
3|Page
Home Page
From the Home Page:
Click in the middle of the link titled NEMSIS Timeline to view NEMSIS timeline issues.
Click in the middle of the link titled NEMSIS News to view NEMSIS announcements.
Historical record of past timeline issues are listed and the same is true if you click on NEMSIS News.
4|Page
The Forum
Click on the link titled Forum. A new browser window will open to access the NEMSIS Forums.
One must login before seeing the information in the forum.
This NEMSIS TAC Version 3 Online Community forum is dedicated to posting Announcements,
Implementation/Compliance Call Information, Version 3 Discussions, and Frequently Asked Questions.
5|Page
The Forum
6|Page
The Cube
Click on the link titled Cube. A new browser window will open to access the NEMSIS Website, State
Reports page. The NEMSIS Enhanced Cube facilitates analysis of multidimensional data models with rapid
execution time.
This site explains which internet browser to use and provides a link to Report Portal which connects users
to the NEMSIS Enhanced Cube where state users can access National and their state data.
Scroll down on the State Reports page to see and link to the State Data Cube.
7|Page
The Reports
Click on the link titled Reports. A new browser window will open to access the NEMSIS Website, Reports.
This link goes one step beyond the Cube link.
This site allows the user to Create Reports using the Enhanced Cube or Access (pre-defined) National
Reports.
8|Page
The Dashboard
Click on the link titled Dashboard. A new browser window will open to access the NEMSIS Website, State
Reports. There are two dashboard options on the webpage, read below for more detail.
The v2 State Dashboard provides state data managers with
summaries and detailed reports using their nationally submitted
data across three categories: Data Quality, EMS Agency
Performance, and Surveillance.
The EMS Performance Toolkit allows states the ability to identify
a specific type of agency for benchmarking.
9|Page
The Links
Click on the link titled Links. A new browser window will open to connect you to either: the NEMSIS
website, Google Group, or Public Resources.
Google Group
Website
Public Resources
10 | P a g e
National Documents
Click on the link titled National and you will be able to view All Documents under the V3 National
Standard Information. You will see a list of XSD’s, Custom Elements, Suggested List, and National Rules.
The National documents are Read Only and can be ordered by each column title:







NEMSIS DocType - Will be one of the four types: XSD, Custom Element, Suggested List, or Rules.
Type - Identifies the type of document within an icon and defaults to XSD if not specified.
Name - A user given title to name the document.
Modified - An automated date and time stamp of the uploaded, modified, or published document.
Modified By - Captures the user information as determined by the system account.
NEMSIS Status - This field identifies the document as a Draft or Published.
Comments - Space provided for a brief helpful description of the document.
Each column title, mentioned above has a drop down menu.
Here is an example of the NEMSIS Doc Type drop down:
11 | P a g e
State Documents
Click on the link titled States and it will bring you to your state home page within SharePoint. If you have
permission to view multiple States or Territories they will appear in the list. From this list you can choose a
state or territory to view listed documents or submit new documents. State Data Managers are
encouraged to submit documents via SharePoint.
After clicking on the link titled States and choosing your actual state, e.g. Florida, this screen shot shows
All Documents for the chosen state. The documents can be ordered by each column title:







NEMSIS DocType - Will be one of the four types: XSD, Custom Element, State Info, or State Rules.
Type - Identifies the type of document within an icon and defaults to XSD if not specified.
Name - A user given title to name the document.
Modified - An automated date and time stamp of the uploaded, modified, or published document.
Modified By - Captures the user information as determined by the system account.
NEMSIS Status - This field identifies the document as a Draft, Submit, or Published.
Comments - Space provided for a brief helpful description of the document, but not necessary.
12 | P a g e
Library Tools - Document View
Tabs
After clicking on the link titled States and choosing your state, click the word Documents under Library
Tools. The following additional tabs will appear:



New Document - Create a new document in this library.
Upload Document - Upload a document from your computer to this library.
Alert Me - Receive e-mail or mobile notifications when things change.
* Although you can see many options on the screen, unless they are in black font color, they are disabled.
13 | P a g e
Library Tools - Document View
Under Your State Name (e.g. “Florida” in this example), State Rules you will see the document that was
uploaded with a date and time stamp. The status of the document can be tracked under NEMSIS Status.
Click the folder icon to Navigate Up and get to the home page or click the Browse tab on the menu bar,
then click The NEMSIS TAC to return to home page.
14 | P a g e
Library Tools - Library View
1
While on your state page, when you click the word Library, several new library tools will appear as
indicated in row #1. The following additional tabs are:



Standard View - View and manage list items using the standard list format.
Datasheet View - View and manage list items using a spreadsheet format. You can bulk
edit item properties while using this view.
Current View - Change the current view of this list or library.
Drop down menu options:




Current Page - Move to Previous Page or Next Page.
E-mail a Link - Email a link to this document.
Alert Me - Receive e-mail or mobile notifications when things change.
Sync to SharePoint Workspace - Create a synchronized copy of this library on your
computer using SharePoint Workspace.

Connect to Outlook - Synchronize items and make them available offline using
Microsoft Outlook.


Export to Excel - Analyze items in this list using Microsoft Excel.
Open Explorer - Open this library as a standard Window explorer folder. Drag and
drop files into this library, create folders, move, copy, and delete multiple files at once.
* Although you can see many options on the screen, unless they are in black font color, they are disabled.
15 | P a g e
Upload Document
To Upload a document you can either click Upload a Document from the menu bar options or
click Add document. Uploading documents is restricted to Data Managers. [Please note: Other State
NEMSIS account holders are considered “Visitors” who can only view documents.]
Click Browse… and find the document you want to upload. Then click OK.
16 | P a g e
Upload Document
Briefly you will see the Processing… window open. This step uploads the document to SharePoint only.
It has not been submitted to NEMSIS yet.
When this window opens please enter the Name, Title, Comments, and NEMSIS DocType. Use the drop
down menu to choose a document type, the default is XSD. Provide a title and or comment only as
needed, but it is not necessary. Then click Save or Cancel.
17 | P a g e
Submit to NEMSIS
The document that was most recently uploading to SharePoint will have a NEW box, next to it. In the NEMSIS
Status column, it will also show as a Draft. When the status is still a Draft, the user can make changes to the
document. If this is the document you want to submit to NEMSIS, hover the mouse toward the end of the
name and an arrow will appear. Click the arrow and the menu options will appear (as shown above).
Menu Options:










Submit to NEMSIS - Actually submits to NEMSIS for approval.
View Properties - View the properties of the selected document.
Edit Properties - Edit the properties of the selected document.
Edit Document - This description will vary depending on the type document that was uploaded,
e.g. Word, Excel, PowerPoint, etc. Open document for editing.
Check Out - “Checking Out” prevents this document from being edited by anyone.
Compliance Details - Determine the retention stage and compliance with organizational policy.
Workflows - Go to the Workflows page to start a new workflow on the selected document or to
view the status of a running or completed workflow.
Alert Me - Receive e-mail or mobile notifications when things change.
Send To - Send the document to Other location, E-mail a link, or Download a Copy.
Delete Document - Delete the selected document or documents.
Each Menu option will open a separate box with step-by-step instructions, explore to become familiar.
18 | P a g e
Submit to NEMSIS
When you click the Submit to NEMSIS option you will see an indicator that says Start Workflow. Verify the
name or title of the document that you want to submit. The date is an automated field and cannot be
changed. If you are sure that you want to submit the file, click Start.
Briefly you will see the Processing … window open. This step uploads the document to NEMSIS.
19 | P a g e
Submit to NEMSIS
The document that was submitted to NEMSIS will still have a NEW box, and in the NEMSIS Status column,
it will also show as a Submit. The document cannot be submitted twice or an error message will appear.
Email Notification of Submission
Once your document has been submitted you will receive an email confirmation from the administrator at
The NEMSIS TAC. The email will indicate the state, status, and type of document submitted. The
document will become Read Only. Below are a few examples:
Approval Workflow Task (en-US) – FL started on Picture1 (name of the document submitted).
When a document is rejected the user will get an email stating that the document is rejected with the
NEMSIS TAC Administrator’s comments.
When the document is approved, the creator of the document, and others state users who modified the
document, will all receive an email from the NEMSIS TAC Administrator.
When a document has been approved and published it will be made available to the EMS public on the
NEMSIS website in the appropriate location. The information will be accessible in the final formatting.
Where appropriate the document may be published as a PDF, whereas other documents will be in XML
format, or spreadsheets. The goal of the publicly accessible website, without credentials, is to have one
site that everyone across the nation can access. This will assist in maintaining the NEMSIS standard and
formatting of documents as well as provide the software development companies a single source to
access state requirements.
20 | P a g e
Recycle Bin
To delete a document, click the box next to the NEMSIS DocType, once the check appears in the box, click
the Recycle Bin. The document will no longer appear in Library Tools, Documents. To see all deleted
documents, click the Recycle Bin.
To restore items that you have deleted, click the box next to Type Name, and click Restore Selection. Also,
to empty deleted items, click the box next to the name and click Delete Selection.
21 | P a g e
All Site Content
From any page of the SharePoint site, you can click All Site Content to view all the documents submitted
for your state. Documents can be viewed and categorized by:






All Site Content
Documents Libraries
Picture Libraries
Discussion Boards
Surveys
Sites and Workspaces
22 | P a g e
Site Workflow
(Provided for informational purpose ONLY, this page cannot be manipulated)
Click on Site Workflows to review the progression or status of a particular document. You can only view
the workflow reports from the All Site Content option. The screen will look similar to the one below.
23 | P a g e
Search Feature
On the Home, National, and State pages there is a Search this site… box. Type what you are looking for and
click the search icon. Wait a few minutes for the search to complete. It is recommended to search for
documents within your state accessibility.
Search Results
The search returned 300 results however, not all information will be available to the user because of access rights.
Although Arizona appears under California and other NEMSIS general information users will only be able to access
documents for their own state. If one attempts to access information for another state for which rights are not
allowed the user will get the following error message.
24 | P a g e
Log Off SharePoint
Click the arrow under your user name and the following options will appear:



My Settings - Update your user information, regional settings, and alerts.
Sign In as Different User - Login with a different account.
Sign Out - Logout of this site.
25 | P a g e
Was this manual useful for you? yes no
Thank you for your participation!

* Your assessment is very important for improving the work of artificial intelligence, which forms the content of this project

Download PDF

advertisement